Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 58-1458440

WALTER AND FRANCES BUNZL FOUNDATION INC

Tax-exempt · MARIETTA, GA 30068

Financials

$415K$121K2022$223K$239K2023$729K$4.5M2024
Revenue Expenses · by fiscal year end
Financials of WALTER AND FRANCES BUNZL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$729,009$4,509,908-$3,780,899$24,898,841$0$24,898,841
November 30, 2024990-PF$223,486$238,508-$15,022$26,564,890$0$26,564,890
November 30, 2023990-PF$414,576$121,041$293,535$22,840,606$0$22,840,606
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$328,499
Interest
$353,010
Net gain from sales of assets
$47,500

Expenses

Grants and similar amounts paid
$4,300,000
Disbursements for charitable purposes
$4,300,000
Excise tax on investment income
$4,648

Balance sheet and other

Total assets, start of year
$26,564,890
Total assets, end of year
$24,898,841
Total liabilities, end of year
$0
Net assets, end of year
$24,898,841
Fair market value of assets
$24,898,841
Qualifying distributions
$4,300,000
Net investment income
$544,330

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
SUZANNE B WILNER
1225 JOHNSON FERRY RD 200, MARIETTA, GA 30068
President1$0
ANNA R WILNER
1225 JOHNSON FERRY RD 200, MARIETTA, GA 30068
Treasurer0.5$0
FAYE MARKEY
1225 JOHNSON FERRY RD 200, MARIETTA, GA 30068
Director0.5$0
ROSEMARY R HAMBURGER
1225 JOHNSON FERRY RD 200, MARIETTA, GA 30068
Director0.5$0
990-PF for the year ended November 30, 2024: 4 people
NameTitleHours / weekCompensation
SUZANNE B WILNER
1225 JOHNSON FERRY RD 200, MARIETTA, GA 30068
President1$0
ANNA R WILNER
1225 JOHNSON FERRY RD 200, MARIETTA, GA 30068
Treasurer0.5$0
FAYE MARKEY
1225 JOHNSON FERRY RD 200, MARIETTA, GA 30068
Director0.5$0
ROSEMARY R HAMBURGER
1225 JOHNSON FERRY RD 200, MARIETTA, GA 30068
Director0.5$0
990-PF for the year ended November 30, 2023: 4 people
NameTitleHours / weekCompensation
SUZANNE B WILNER
1225 JOHNSON FERRY RD 200, MARIETTA, GA 30068
President1$0
ANNA R WILNER
1225 JOHNSON FERRY RD 200, MARIETTA, GA 30068
Treasurer0.5$0
FAYE MARKEY
1225 JOHNSON FERRY RD 200, MARIETTA, GA 30068
Director0.5$0
ROSEMARY R HAMBURGER
1225 JOHNSON FERRY RD 200, MARIETTA, GA 30068
Director0.5$0

Address and contacts

Address (IRS master file)
1225 JOHNSON FERRY RD STE 200, MARIETTA, GA 30068-2768
Signed the 990-PF
SUZANNE B WILNER, President
Phone
(770) 565-2422
Return prepared by
Tripp Chafin & Company LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
58-1458440
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1982
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$24,898,841
Income (IRS master file)
$16,253,004

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$729,009$4,509,908$24,898,841XML
990-PFNovember 2024$223,486$238,508$26,564,890XML
990-PFNovember 2023$414,576$121,041$22,840,606XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1458440).

Questions about WALTER AND FRANCES BUNZL FOUNDATION INC

What is the EIN of WALTER AND FRANCES BUNZL FOUNDATION INC?
The employer identification number (EIN) of WALTER AND FRANCES BUNZL FOUNDATION INC is 58-1458440.
Is WALTER AND FRANCES BUNZL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to WALTER AND FRANCES BUNZL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WALTER AND FRANCES BUNZL FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WALTER AND FRANCES BUNZL FOUNDATION INC due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WALTER AND FRANCES BUNZL FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of WALTER AND FRANCES BUNZL FOUNDATION INC?
The 990-PF for the year ended November 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does WALTER AND FRANCES BUNZL FOUNDATION INC have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $729,009, expenses of $4,509,908 and total assets of $24,898,841 at year end.

Other nonprofits in MARIETTA

All nonprofits in MARIETTA · Georgia